The Center for Consumer Information & Insurance Oversight
Training Resources
Training Resources
- Content Requirement for Plan Finder
- Health Insurance Market Reform
- Health Insurance Marketplaces
- Premium Stabilization Programs
Content Requirements for Plan Finder
Training Resources
- May 7, 2010
Slides for Private Insurance Carrier Training (PDF) (PDF – 2 MB)
Slides for Private Insurance Carrier Training (PPT – 2 MB)
Slides for State Training (PDF) (PDF – 2 MB)
Slides for State Training (PPT – 2 MB)
Audio for States and High Risk Pools (MP3 – 17 MB)
Transcript for State and High Risk Pools (PDF) (PDF – 282 KB)
Audio for Private Insurance Carriers (MP3 – 13 MB)
Transcript for Private Insurance Carriers (PDF) (PDF – 263 KB) - May 18, 2010
Audio for States and High Risk Pools (MP3 –11 MB)
Transcript for States and High Risk Pools (PDF) (PDF – 239 KB)
Audio for Private Insurance Carriers (MP3 – 22 MB)
Transcript for Private Insurance Carriers (PDF) (PDF – 414 KB) - August 13, 2010
Slides for Private Insurance Carrier Training (Set I) (PPT – 1,743 KB)
Slides for Private Insurance Carrier Training (Set II) (PPT – 1,518 KB)
Audio for Private Insurance Carriers (MP3 – 15 MB)
Transcript for Private Insurance Carriers (DOC) (DOC – 208 KB) - August 16, 2010
Audio States Discussion (MP3 – 5 MB)
Transcript of State Discussion (DOC) (DOC – 69 KB) - August 24, 2010
Slides for Private Insurance Carrier Training (PPT – 2 MB)
Audio for Private Insurance Carriers (MP3 – 22 MB)
Transcript for Private Insurance Carriers (PDF) (PDF – 186 KB) - August 31, 2010
Slides for Private Insurance Carrier Training (Set I and II) (PPT – 1,588 KB)
Audio for Private Insurance Carriers (MP3 – 21 MB)
Transcript for Private Insurance Carriers (PDF) (PDF – 159 KB) - October 5, 2010
Slides for Private Insurance Carrier Training (PPT – 2,227 KB)
Audio for Private Insurance Carriers (Part I) (WMA – 6 MB)
Audio for Private Insurance Carriers (Part II) (WMA – 3 MB)
Transcript for Private Insurance Carriers (PDF) (PDF – 108 KB) - October 12, 2010
Slides for Private Insurance Carrier Training (PPT – 2,227 KB)
Audio for Private Insurance Carriers (WMA – 3 MB)
Transcript for Private Insurance Carriers (PDF) (PDF – 74 KB) - May 4, 2011
Slides for Issuer Training on Updated HIOS Templates (PPT – 335 KB)
Slides for Issuer Training on Updated CMP Templates (PPT – 2 MB)
Audio for Private Insurance Carriers (MP3 – 17.4 MB)
Transcript for Private Insurance Carriers (PDF) (PDF – 134 KB) - September 23, 2011
Slides for Issuer Training on Small Group HIOS/RBIS Templates (PPT - 2 MB)
Transcript for Private Insurance Carriers (PDF) (PDF - 204 KB) - September 28, 2011
Slides for Issuer Training on Small Group HIOS/RBIS Templates (PPT - 2 MB)
Transcript for Private Insurance Carriers (PDF) (PDF - 213 KB) - December 2, 2011
Slides for Issuer Training on Individual and Family Plans RBIS Templates (PDF) (PDF - 630 KB)
Transcript for Issuers Training on Individual Family Plans RBIS (PDF) (PDF - 182 KB) - January 20, 2012
Slides for Issuer Training on Small Group RBIS Templates (PDF) (PDF – 29 KB) - January 20, 2012
Transcript for Issuers Training on Small Group RBIS Templates (PDF) (PDF – 75 KB) - March 7, 2012
Slides for Issuer Training on Individual and Family Plans RBIS Templates (PDF) (PDF - 110 KB) - August 15, 2012
Slides for Issuer Training on Combined HIOS and RBIS Submission Process (PDF) (PDF – 72 KB) - February 25, 2013
Slides for Issuer Training on HIOS Portal Overview Training (PDF) (PDF - 3.8 MB ) - May 28, 2014
Slides for Issuer Training on RBIS Data Submission Training (PDF) (PDF – 1MB) - April 22, 2016
Slides for HIOS Portal Issuer Training (PPTX) (PDF – 5MB) - June 13, 2016
Slides for Multi-Factor Authentication (PDF) - March 22, 2017
Slides for HIOS Registration Training (PDF)
Health Insurance Market Reforms
Presentations
- November 26, 2012
Health Insurance Market Rules and Rate Review Notice of Proposed Rulemaking (PDF) (PDF – 587 KB) - February 27, 2013
Health Insurance Market Rules and Rate Review Final Rule (PDF) (PDF - 1 MB) - December 28, 2016
Federal Definitions for Health Insurance Products and Plans (PDF) (PDF – 557KB)
Training Resources
- April 1, 2013
Form Filing Instructions and HIOS Training Webinar Memo (PDF)
Form Filing HIOS Training Slides (PDF) - April 4, 2014
Form Filing Instructions and HIOS Training Webinar Memo (PDF) - February 20, 2015
Form Filing Issuer Instruction Notice for Plan Year 2016 (PDF) - May 27, 2015
Federal PHS Act Market Conduct Examinations Webinar Slides (PDF) - May 5, 2016
2016 Form and Rate Filing Instructions and Health Insurance Oversight (HIOS) Technical Assistance for Plan Year 2017 (PDF) - March 24, 2017
Form and Rate Filing Instructions and Health Insurance Oversight System (HIOS) Technical Assistance for Plan Year 2018 (PDF) - April 25, 2018
Form and Rate Filing Instructions and Health Insurance Oversight System (HIOS) Technical Assistance for Plan Year 2019 (PDF) - April 25, 2018
Checklist for Non-Grandfathered Plan Form Reviews (PDF) - June 22, 2018
Non-Grandfathered Student Health Insurance Coverage Provisions Compliance Checklist (PDF) - April 25, 2019
Rate Filing Instructions for Plan Year 2020; Form Filing Instructions for System for Electronic Rates and Forms Filing (SERFF) Technical Assistance for Plan Year 2020 (PDF)
Medical Loss Ratio
Training Resources
- 2012 MLR HIOS and Annual Reporting Form Training Slides (PDF) [PDF – 5MB]
- 2013 MLR HIOS and Annual Reporting Form Training Slides (PDF) [PDF – 1MB]
- 2013 MLR Training Announcement Memo (PDF) [PDF – 138KB]
- 2014 MLR Reporting Announcement Memo (PDF) [PDF – 137KB]
- 2014 MLR Training Announcement Memo (PDF) [PDF – 112KB]
- 2014 MLR HIOS and Annual Reporting Form Training (PDF) [PDF – 2MB]
- 2015 MLR Reporting Announcement Memo (PDF) [PDF – 120KB]
- 2015 MLR Training Announcement Memo (PDF) [PDF – 101KB]
- 2015 MLR HIOS and Annual Reporting Form Training Slides (PDF) [PDF – 3,172KB]
- 2016 MLR Reporting Announcement Memo (PDF)
- 2016 MLR Training Announcement Memo (PDF)
- 2016 MLR HIOS and Annual Reporting Form Training Slides (PDF)
- 2017 MLR Reporting Announcement Memo (PDF)
- 2017 MLR Training Announcement Memo (PDF)
- 2017 MLR HIOS and Annual Reporting Form Training Slides (PDF)
- MLR Enforcement Examinations Slides (PDF)
- 2018 MLR Reporting Announcement Memo (PDF)
- 2018 MLR Training Announcement Memo (PDF)
- 2018 MLR HIOS and Annual Reporting Form Training Slides (PDF)
Review of Insurance Rates
Training Resources
- July 29, 2011
Rate Review Instructions Manual: State Rate Review Determination Instructions and Reporting Requirements (PDF) (PDF – 56 KB)
Rate Review Instructions Manual: Health Insurance Issuer Reporting Requirements (PDF) (PDF – 227 KB)
Rate Review Training Slides: States (PDF) (PDF – 1,146 KB)
Rate Review Training Slides: Issuer Module 1 (Reporting Requirements) (PDF) (PDF – 3,084 KB)
Rate Review Training Slides: Issuer Module 2 (Preliminary Justification) (PDF) (PDF – 311 KB)
Rate Review Training Slides: Issuer Module 3 (Subject to Review Threshold) (PDF) (PDF – 230 KB)
Rate Review Training Transcript: States (PDF) (PDF – 95 KB)
Rate Review Training Transcript: Issuer Module 1 (Reporting Requirements) (PDF) (PDF – 114 KB)
Rate Review Training Transcript: Issuer Module 2 (Preliminary Justification) (PDF) (PDF – 61 KB)
Rate Review Training Transcript: Issuer Module 3 (Subject to Review Threshold) (PDF) (PDF – 89 KB) - August 1, 2011
Rate Review Training: Technical FAQs - Set 1 - October 24, 2011
Rate Review Training: Technical FAQs - Set 2 - October 12, 2012 (previously posted August 1, 2011)
Rate Review System: Technical HIOS Instructions for States and Health Insurance Issuers (updated) (PDF – 8 MB) (PDF) - March 25, 2015
- HIOS URR User Manual (for single risk pool plans (PDF)) (v6.1.0) (PDF – 3,583 KB)
- April 29, 2015
- Issuer URR Training Slides for the 2016 Plan Year (PDF) (PDF – 2.97 MB)
- State URR Training Slides for the 2016 Plan Year (PDF) (PDF – 2.18 MB)
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Health Insurance Marketplaces
Presentations
- September 2011
State Exchange Grantee Meeting Materials - March 2012
Affordable Insurance Exchanges Final Rule (PDF) (PDF - 749 KB) - May 2012
System-wide Exchange Conference Materials - November 26, 2012
EHB/AV/Accreditation Notice of Proposed Rulemaking (PDF) (PDF – 593 KB) - January 3, 2013
State Partnership Exchange (PDF) (PDF – 267 KB) - February 25, 2013
EHB/AV/Accreditation Final Rule (PDF) (PDF - 549 KB) - May 13, 2013
MV Calculator (PDF) (PDF - 343 KB) - May 14, 2013
Navigators and Other Marketplace Assistance Programs (PDF) (PDF - 923 KB) - October 27, 2017
Essential Health Benefits: Proposed Policy Changes (PDF)
- September 2011
Resources
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- December 3, 2015
Issuer Plan Submissions and Displays (PDF) (PDF – 192 KB))
- December 3, 2015
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Premium Stabilization Programs
Presentations
- March 23, 2012
Reinsurance, Risk Corridors, and Risk Adjustment Final Rule (PDF) (PDF – 361 KB) - November 30, 2012
Proposed Notice of Benefit and Payment Parameters for 2014 (PDF) (PDF – 531 KB) - March 11, 2013
HHS Notice of Benefit and Payment Parameters for 2014 (PDF) (PDF - 447 KB) - March 25, 2013
CSR Reconciliation (PDF) (PDF - 741 KB)
- March 23, 2012
Updates
- November 5, 2019 FAQ: Quality Rating Information Bulletin’s (Quality Bulletin’s) Display Guidelines for Direct Enrollment (DE) Entities
- November 1, 2019 Enhanced Direct Enrollment Approved Partners (Updated)
- September 11, 2019 FAQ: Enhanced Direct Enrollment Participation Requirements for Non-Issuer of a Primary EDE Entity Environment
- August 15, 2019 Quality Rating Information Bulletin for Plan Year 2020 Health Insurance Exchanges Quality Rating System (QRS) for Plan Year (PY) 2019: Results at a Glance
- April 18, 2019 CMS-9926-F: Final HHS Notice of Benefit and Payment Parameters for 2020 Final 2020 Letter to Issuers on Federally-facilitated Exchanges Key Dates for Calendar Year 2019: QHP Certification in the FFEs; Rate Review; Risk Adjustment
- April 4, 2019 Guidance on Unified Rate Review Timeline: Timing of Submission of Rate Filing Justifications for the 2019 Filing Year for Single Risk Pool Coverage Effective on or after January 1, 2020
- March 19, 2019 2020 Final Actuarial Value Calculator 2020 Final Actuarial Value Calculator Methodology
- March 6, 2019 CMS-9921-NC: Request for Information Regarding the Sale of Individual Health Insurance Coverage Across State Lines Through Health Care Choice Compacts
- February 28, 2019 Section 1332 Pass-through Funding Tools and Resources